Clearstead Advisors’s Hingham Institution for Saving HIFS Stock Holding History

Clearstead Advisors’s Portfolio HIFS Stock Details HIFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308	Buy	+1	New	+$288	﹤0.01%	3066
2023 Q4	–	Sell	-725	Closed	-$135K	–	1565
2023 Q3	$135K	Hold	725	–	–	0.01%	492
2023 Q2	$155K	Hold	725	–	–	0.01%	473
2023 Q1	$169K	Hold	725	–	–	0.01%	417
2022 Q4	$200K	Hold	725	–	–	0.02%	384
2022 Q3	$182K	Hold	725	–	–	0.02%	375
2022 Q2	$206K	Hold	725	–	–	0.02%	369
2022 Q1	$249K	Hold	725	–	–	0.02%	377
2021 Q4	$304K	Hold	725	–	–	0.02%	326
2021 Q3	$244K	Hold	725	–	–	0.02%	341
2021 Q2	$211K	Hold	725	–	–	0.02%	337
2021 Q1	$206K	Hold	725	–	–	0.02%	332
2020 Q4	$157K	Hold	725	–	–	0.01%	347
2020 Q3	$133K	Hold	725	–	–	0.01%	330
2020 Q2	$122K	Hold	725	–	–	0.01%	327
2020 Q1	$105K	Buy	+725	New	+$136K	0.02%	321
2019 Q4	–	Sell	-1,350	Closed	-$255K	–	285
2019 Q3	$255K	Hold	1,350	–	–	0.03%	227
2019 Q2	$267K	Hold	1,350	–	–	0.04%	232
2019 Q1	$232K	Hold	1,350	–	–	0.03%	240
2018 Q4	$267K	Buy	+1,350	New	+$282K	0.04%	209

Other funds holding HIFS

Maren Capital Chicago, Illinois $2.16B AUM 21.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPCM

Doma Perpetual Capital Management Miami, Florida $431M AUM 13.21% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's HIFS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Hingham Institution for Saving (HIFS) in Q2 2026: 1 share worth $308. The stake represents ﹤0.01% of the portfolio and ranks #3066 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HIFS as recently as Q3 2023.

Clearstead Advisors first reported a position in HIFS in Q4 2018 and has held it in 20 quarters since. The position peaked at $304K in Q4 2021. 137 funds tracked by Wall St. Rank hold HIFS as of Q2 2026.

Clearstead Advisors held 1 share of Hingham Institution for Saving worth $308 as of Q2 2026.
Hingham Institution for Saving was a new Clearstead Advisors position in Q2 2026.
Hingham Institution for Saving made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3066 holding.
Clearstead Advisors first reported a position in Hingham Institution for Saving in Q4 2018 and has held it in 20 quarters since.
Clearstead Advisors's Hingham Institution for Saving position peaked at $304K in Q4 2021.
137 funds tracked by Wall St. Rank held Hingham Institution for Saving as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.